Financial administrator Work, Jobs in Kingstanding, Wmd (with Salaries)

Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
7h
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Administrator
Skanska —Walsall
- Contracts
- Communication skills
- Bereavement leave
3d
Watch Repairs Administrator
Signet —Birmingham
- Part-time
- In-person
- Communication skills
- Employee discount
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
23h
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
4d
Office Administrator
JJ truck tyres —Wolverhampton
- Up to £12.71 an hour
- Part-time
- Google Suite
- Computer literacy
- Microsoft Office
Quick apply
3d
Contract and Project Operations Administrator
SCC —Birmingham
- £28,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Administrative experience
- Continuous improvement
2d
Case Administrator - Complex Injury
DAC Beachcroft —Birmingham
- Computer literacy
- Administrative experience
- Computer skills
Quick apply
Finance Administrator
The Wolverhampton Grand Theatre (1982) Ltd —Wolverhampton
- £14,031 a year
- Part-time
- Microsoft Excel
- Sales
- Microsoft Office
- Employee discount
Quick apply
CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR
MCLD CONSTRUCTION LTD —Warwick
- £28,000 - £32,000 a year
- Overtime
- Hybrid work
- Travel
- Construction experience
- Budgeting
- Annual leave
Quick apply
3d
Patient Administrator (Bank)
Circle Health Group —Birmingham
- £12.71 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
Bookkeeper Administrator
N H GLOBAL (UK) LIMITED —Birmingham
- £16 - £20 an hour
- Part-time
- QuickBooks
- In-person
Quick apply
7d
Administrator
CareTech Group —Birmingham
- Up to £27,600 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Accounting
- Annual leave
- Referral programme
9d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Business Administrator
Digital Concept Engineering —Hinckley
- £12.71 - £13.50 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
7d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills

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Financial Adviser Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year
7 hours ago

Benefits

Free parking
Financial planning services
Annual leave
Company pension
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Investment
Financial planning
Pension
Meeting coordination
Client engagement
Canva
Organisational skills
Customer interaction
Communication skills

Full job description

Helping someone feel confident about their financial future starts long before an investment decision is made. As a Client Account Executive at Temple Row Wealth Management, you'll be the person clients trust to keep things moving, answer their questions and make sure every detail of their experience is handled with care.

We help individuals and families build the life they want to live by bringing clarity, confidence and peace of mind to their finances. You'll sit at the heart of our Temple Row Client Experience, working closely with our Wealth Manager while building genuine relationships with clients and prospective clients and ensuring they feel informed, organised and supported throughout their journey.

What’s in it for you

· £27,000–£29,000 salary, depending on your experience.
· A four-day working week, Monday to Thursday, giving you a three-day weekend every week.
· 23 days' annual leave, including Bank Holidays.
· Your anniversary day off each year, fully paid.
· A company pension scheme.
· A varied position where you'll develop your knowledge of wealth management while taking real ownership of the client experience.

Your responsibilities in this role:

· Support the Wealth Manager throughout the advice process, coordinating meetings, preparing documentation and ensuring agreed actions are progressed.
· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to resolve queries.
· Manage investment administration, including contributions, withdrawals, transfers, new business applications and onboarding documentation.
· Prepare review packs, valuations and meeting information, while maintaining accurate records, letters of authority and provider correspondence.
· Track multiple cases and outstanding actions, identifying potential issues early and taking ownership through to completion.
· Support prospective clients, business development activity and internal improvement projects that strengthen the Temple Row Client Experience.

What we’re looking for:

· Proven experience within a client-facing position involving the management of multiple clients, cases and competing priorities.
· Experience using a CRM or database system; knowledge of Xplan would be particularly relevant.
· Strong Microsoft Word, Excel and Outlook skills, with Adobe, PowerPoint or Canva experience also useful.
· Excellent organisational and diary management skills, with the ability to maintain accuracy while handling multiple priorities.
· Strong written and verbal communication skills, including experience handling sensitive or detailed client conversations professionally.

You'll be joining an office-based team in Sutton Coldfield where high standards of service matter and where your work directly influences how clients feel about their financial future.

Working hours: Monday to Thursday, 8:00am–4:00pm. This is predominantly office-based, with very limited remote working.

Pay: £27,000.00-£29,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in kingstanding, wmd

Financial Adviser Administrator

Financial Administrator

Administrator

Watch Repairs Administrator

Senior Administrator

Administrator

Financial Planning Administrator

Private Wealth Administrator

Office Administrator

Contract and Project Operations Administrator

Case Administrator - Complex Injury

Finance Administrator

CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR

Patient Administrator (Bank)

Bookkeeper Administrator

Administrator

Paraplanner / Trainee Paraplanner / Administrator

Financial Administrator (Halesowen)

Business Administrator

Wealth Management Administrator

I want to receive the latest job alerts for financial administrator in kingstanding, wmd

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